Dr. Quick Books, Inc. a.k.a. "Dr QuickBooks and Quicken of Seattle"

Why suffer attending a crowded class when the good doctor will come to you to help set up, review what you have done, and train you one-on-one and answer your questions.

Known as "Dr QuickBooks & Quicken" of Greater Seattle, Keith Gormezano makes house calls in a "gas-guzzling" Prius to help support and train small businesses and individuals learn how to properly manage their financial records in accounting and bookkeeping software (PC or Mac, desktop, online, or hosted). I am an Advanced Certified QuickBooks ProAdvisor (desktop and online) with additional current certification in Intuit's Point of Sale and Enterprise Solutions software and named as one of the Top 100 ProAdvisors in the world in 2019, 2018, 2017, 2016, 2015, and 2014 by Insightful Accountant formerly Intuitive Accountant. I have been certified in Intuit product lines since 2007. I have 53 five-star reviews on the Intuit Find a ProAdvisor website, 14 on LinkedIn, 17 on Yelp, five on Angie’s List, the Better Business Bureau, and Facebook, and three on Thumbtack, Google, and Nextdoor. I fix your financial aches and pains by setting up your small business or personal finances in the above accountant, bookkeeper, and financial management oriented programs, review what you have created or how they input their data (doing it yourself doesn't always mean you did it right), or train you how to use it to make your lives easier. Common problems that I solve include cleaning up the mistakes that DIY business owners frequently make, online bank feeds, payroll including setting up workers compensation in WA and union payroll, tracking and paying sales tax and business and occupation tax, adding accounts, backing up, inventory, credit card processing and payments, creating meaningful reports, mapping your accounts to appropriate tax lines, creating invoices, receiving payments, depositing them correctly, and customizing your program including the forms you use. I also provide QuickBooks software (Pro, Premier, and Mac) at my cost as well as QuickBooks Online at up to 50% off the first year, Point of Sale, or Enterprise including the version with Advanced Inventory and free enhanced payroll at up to 20% off off Intuit’s price with an approved no monthly fee or minimum merchant account. E-mail me at [email protected] with a description of your issues, the year and version of your software, and your complete contact information. Please feel free to call me at 206-789-8328 if you don't hear back in 24 hours. I encourage you to visit my website first for a comprehensive list of my services and rates and to get ideas of what you need help with.

As "Dr. QuickBooks & Quicken", I use my "gas-guzzling" Prius to make "house calls" to help support and train small businesses and individuals learn how to properly manage their financial records in their accounting, bookkeeping, and personal financial management software. As an Advanced Certified QuickBooks ProAdvisor (Desktop and Online) with additional certification in Intuit's Online, Point of Sale, & Enterprise software and a Top 100 ProAdvisor for five years, I fix your financial aches and pains by setting up your small business or personal finances in the above accountant, bookkeeper, and financial management-oriented programs for the PC or Mac, review what you have created or how you input your data (doing it yourself doesn't always mean you did it right), train you one-on-one how to use your program to make your life easier, and help you obtain the software at my cost or a discount. Common problems that I solve include online banking, payroll, adding accounts, backing up, inventory, credit card processing and payments, creating meaningful reports, mapping your accounts to appropriate tax lines, creating invoices, receiving payments, depositing them correctly, and customizing your program. I offer hourly services, packages, blocks of time, and an unlimited plan once I have worked with you. Minimum time, travel time, parking, ferry fees, tolls, mileage, and credit card processing fees may apply.

Mission: Teach small business owners how to fi$h for themselves using their QuickBooks and Quicken accounting and bookkeeping software.

Operating as usual

Dr. Quick Books, Inc. a.k.a. "Dr QuickBooks and Quicken of Seattle"

Katie Sturino, Founder of @MegababeBeauty, partnered with #QuickBooks to offer advice on pivoting your #smallbiz and generating revenue during #COVID19. I now offer #remote services. What have you done? https://oal.lu/SEtrv

#AskTheExpert #smallbusinessowner #entrepreneur

From easy-to-grasp business information to reporting that helps them consistently optimize their day-to-day operations, real customers share why they chose #QuickBooks #Enterprise. Mine like the free payroll with 2 versions they got from me at a discount. https://oal.lu/KrEP4

This month, the Small Business Administration consulted with the U.S. Treasury Dept to answer FAQs aimed at helping #PPP loan borrowers navigate maximum loan forgiveness. Read answers to these questions and more:

- How do I determine which payroll cycles are included in PPP loan forgiveness?
- How do I calculate non-payroll costs for PPP forgiveness?
- How do I calculate PPP forgiveness if I had a reduction in workforce or wages?

What has your experience been as a PPPLoan borrower? Do you feel that the regulations are clear? Many of my clients don't.

https://oal.lu/2H8pA

#smallbusinessowner #CARESAct

[07/31/20]   Use QuickBooks Online? One of the best tricks to cut down on QuickBooks Online issues is to set up a different profile (person) in your chrome browser. I have one just for QuickBooks. I only do QBO stuff in there with hardly have any issues. If I do, a simple clearing of just that browser profile fixes it.

[07/18/20]   Looking for business leads? I recommend Cobalt Intelligence Washington Business Leads. 400,000+ leads sent to your inbox. 95% with email and 65% with phone numbers. Verified active with the Washington Secretary of State. They also offer new business leads as well. https://get.cobaltintelligence.com/washington-business-leads/

ftc.gov

CAN-SPAM Act: A Compliance Guide for Business

Email marketing is an incredibly powerful way to reach new clients. A common question is "Is cold emailing legal?".

The short answer is, under the CAN-SPAM Act, yes. There are some stipulations that are important, however.

1. Don't use deceptive information
This includes mainly things like subject lines and from/to lines.

2. Allow the user to opt-out and honor those requests promptly
Everyone needs an opportunity to decline further emails.

3. Include a valid postal address
This is probably the easiest one to miss. A physical address must be present on the email. This can be your business address or even a post office box.

One thing to note is that the above stipulations are required only if you are sending a "commercial" (mostly marketing) email. If you are sending an email regarding a transaction between you and the recipient, then the CAN-SPAM Act requirements do not apply. Find further information from the FTC here - https://www.ftc.gov/tips-advice/business-center/guidance/can-spam-act-compliance-guide-business

ftc.gov The official website of the Federal Trade Commission, protecting America’s consumers for over 100 years.

jeffbullas.com

5 New Google My Business Features For Better Exposure

Google Posts up to 1K characters, Appointment Bookings, Questions and Answers like Yext, Messaging, & Business Descriptions. I also recommend Events and Products and Services.

jeffbullas.com Are you a local business that wants more sales? Forget other things and work on creating, optimizing, and promoting your Google My Business profile.

pledge1percent.org

Home - Pledge 1%

Want to Pledge 1% of your time or services, product, equity, or profit to help nonprofits? Check out Pledge 1%. I've signed up.

It's an easy model with a proven track record of helping businesses of all sizes & stages have an impact and make the world a better place. https://pledge1percent.org/

pledge1percent.org EQUITY TIME PRODUCT PROFIT Building a Movement of Corporate Philanthropy Businesses as a force for good responding to COVID-19. Click here for our response page We want to change the world by inspiring early–stage corporate philanthropy. Pledge 1% is an easy way to leverage a portion of your futur...

cnbc.com

How businesses and workers can keep PPP loan forgiveness and unemployment benefits

They are two separate programs with their own qualifications and rules. Just don't do both at the same time (collect unemployment and get paid by an employer).

cnbc.com Work-sharing programs let businesses recall employees to satisfy Paycheck Protection Program rules without jeopardizing unemployment benefits.

llc-made-easy.com

Piercing The Corporate Veil Ways to Protect your LLC

If you are going to incorporate to save on taxes and have the legal protection, you have to follow the rules.

llc-made-easy.com It’s every business owner’s nightmare. Not only has your business been sued, and a huge judgment has wiped out all the equity in your company, but now they have pierced the corporate veil and are coming after you personally. You car, house, bank account–everything. You thought that your person...

Want to learn QuickBooks Online after buying the software for 50% off through me for the first year with a merchant account ordered through me.

Intuit has over 100 step-by-step tutorials to help you master QuickBooks. Browse their entire library by topic. Bring me to do the heavy lifting and work with you one-on-one or remotely:

Getting Started - https://bit.ly/2PaHuGz
Accounting Basics - https://bit.ly/2Jc5dSX
Sales - https://bit.ly/2Weq7WV
Invoicing - https://bit.ly/2JelfeQ
Expenses - https://bit.ly/31HK89r
Reports - https://bit.ly/2MADTzM
Reconciliation and Preparing for Tax Season - https://bit.ly/2MAfydj
Managing Inventory - https://bit.ly/2W8NQaH
Projects (without QuickBooks Payroll) - https://bit.ly/2P9UWdF
Projects (with QuickBooks Payroll) - https://bit.ly/2W5Tjio

ppp.bank

PPP Forgiveness App Creator

Puzzled by the PPP forgiveness application?

PPP dot BANK is a free, secure resource for small businesses, non-profits, and sole proprietors across the United States who received a Paycheck Protection Program (PPP) loan and are now applying for forgiveness and scratching their heads and wondering how they will sleep at night.

This website automates the 11-page forgiveness application and results in a pdf that can be provided to your lender.

https://www.PPP.BANK

ppp.bank

liveplan.com

6 Reasons You Might Not Want to Apply for a PPP or SBA Loan

6 Reasons You Might NOT Want to Apply for a PPP or SBA Loan. Your business can survive w/o it. You don't want additional debt. What you plan to spend it on doesn't qualify for holy forgiveness. You have other less restrictive sources. https://strategicadvisor.liveplan.com/6-reasons-you-might-not-want-to-apply-for-a-loan

liveplan.com Taking out a business loan in a crisis can be a quick and unplanned decision. Before applying, consider these 6 reasons why you may not need a crisis loan.

[05/29/20]   Use QuickBooks Online and have American Express Connected. You should update your connection to keep your American Express transactions flowing into QuickBooks.

To ensure that you continue to receive transactions from American Express into QuickBooks, please complete the steps outlined below.

Note: Only the primary account owner of the American Express Card will be able to update to the new connection:

1. Sign in to QuickBooks Online.

2. Go to the Banking menu. Confirm that all downloaded transactions in American Express credit cards have been matched or added to the account.

3. Select the Update Connection in the banner.

4. Select Continue and sign in to your American Express account.

5. Follow the onscreen steps. In the COA dropdown, make sure the account you use to track American Express transactions in your QuickBooks chart of accounts is selected. This should be the same account you used before.

6. Select Connect.

Now your American Express connection is up-to-date.
You're ready to get back to business.

Please note: Once you update your new connection, any changes made through your old connection - American Express' Connect to QuickBooks - will not reflect in QuickBooks Update Now

[05/17/20]   Are you still using a QuickBooks 2017 version? You may be impacted by the May 31st "QuickBooks Sunset."

Each year, Intuit “sunsets” an older version of QuickBooks Desktop. This means that certain features of the software will no longer function or be supported by QuickBooks. QuickBooks versions 2018, 2019, and 2020 will continue to be supported.

As an Advanced Certified QuickBooks ProAdvisor, I always provide help, support, problem-solving, and training in older versions to my clients. I believe that small business owners should have a choice.

The QuickBooks Sunset on May 31 2020 will affect these 2017 versions of Intuit Desktop Software:

• QuickBooks Desktop Pro
• QuickBooks Desktop Premier (General Business, Contractor, Manufacturing & Wholesale, Nonprofit, Professional Services, and Retail)
• QuickBooks Enterprise Solutions (General Business, Contractor, Manufacturing & Wholesale, Nonprofit, Professional Services, and Retail)
• QuickBooks Desktop Accountant
If you're using one of these 2017 versions of QuickBooks your basic software features will continue to work, but you will lose the following functionalities and services on May 31:
• Intuit QuickBooks Support* - Intuit will no longer provide support for 2017 products either in the form of updates, or requests for technical support
• QuickBooks desktop payroll services (Assisted, Basic, Standard, Enhanced, Workers Comp Payment Service, and View My Paycheck)
• Online backup via Intuit backup services
• Online banking via 'Bank-feeds'
• Critical security updates (no scheduled release or push updates)
• Credit Card Processing (including automatic credit card billing and terminal download) via Intuit Payment Services
• Check processing via Intuit Payment Services
• Accountant’s Copy File Transfer (ACFT) service
• Multi-currency/Exchange Rate Updates
• Bill Pay via Intuit Payment offerings
• Intuit Payment Network related services of any type

To preserve these functionalities and add-on services, you must upgrade to a newer version of the applicable software.

You can get QuickBooks Pro, Premier, or Mac (if using 2016) through me at my cost which is less than Amazon with an Intuit merchant account through me.

If you do not use any of the QuickBooks add-on services listed above or require live technical support, you can continue to use your 2017 version.

Remember, May 31, 2020 is the date upon which Intuit will 'Sunset' QuickBooks 2017 Desktop products. Don't let it sneak up on you if you require add-on services (like Payroll) that will stop working on that date.

* - Exception for QuickBooks Enterprise Solutions with a 'Support Plan' - You will continue to have access to Enterprise support until the expiration of your current support plan.

To ensure functionality and uninterrupted service, I recommend that you install the latest version of Enterprise Solutions by May 31.

Contact me to obtain your subscription for up to 20% off Intuit’s price for life (yours, not mine) if you qualify with an Intuit merchant account through me.

entrepreneur.com

45 Ways to Master Slack While You're Working From Home

I found the eight shortcuts, six channel hacks, eight message hacks, three tips for using Slackbot, eight Team Collaboration tips, and 12 Slack integrations tools and apps from the article "45 Ways to Master Slack While You are Working from Home" extremely useful and informative.

Now, I can start using Slack to more easily communicate at home or on my data device (cell phone) with my counterpart at Intuit QuickBooks who helps me get my small business clients the company's desktop programs (QuickBooks Pro, Premier, or Mac) at my cost which is usually less than Amazon, QuickBooks Online for 50% off their first year, Point of Sale at varying discounts, and QuickBooks Enterprise subscriptions at 20% off Intuit's price for life for 1-10 licenses and 12.5% for 11-30, all with an Intuit Merchant Account through me if they are eligible.

I could even use it for clients who ask for help, support, training, & classes about how to set up their business books, review what they have done, help them clean up their books & problems including inventory and payroll, tutor and train them and their staff. https://www.entrepreneur.com/article/349574

entrepreneur.com Tricks, shortcuts and hacks to impress your boss and colleagues.

Are you paying the following for an annual QuickBooks Enterprise Legacy subscription that you bought before September 2014 for 1-30 users (blue columns)?

Let me $ave you some money by switching you to a regular subscription (yellow column). I can also offer you monthly for financial flexibility.

All come with basic inventory and advanced reporting features, onsite data backup, US-product and technical based support, free training, and next year's version when it comes out each year, usually in September.

Two come with additional benefits like free enhanced DIY payroll for unlimited employees and three EINs or separate companies with direct deposit.

One comes with advanced inventory for tracking multiple warehouse or storage sites, serial or lot numbers, ability to turn on FIFO and enhanced receiving, and bar codes.

If you don't want to switch, let me confirm that you are using the right version, options to host or self-host if you are currently using a hosting provider, number of licenses, payroll and credit card processing options, and the features you are or aren't using.

My offer (yellow column) can save you up to 20% for LIFE (yours, not mine) off Intuit's regular price on 1-10 licenses and 12.5% on 11-30 users.

The savings are in the green column. You have to go through me and get an Intuit merchant account through me if you are eligible to get these savings.

Or you can stick your head in the sand and continue to pay more. The choice is yours. Contact me at [email protected]

Some accountants are recommending opening a separate bank-account for #COVID19 related funds because it is more audit-friendly, avoids co-mingling of funds, and creates a clear audit trail. Has your #smallbiz done this?

Once you've received the #PPP loan disbursement and started spending the funds, you'll want to make sure you are inputting the income and expenses into your accounting software correctly: https://oal.lu/srUSA

Attorney and author, Julian Block, delves into two #COVID19 -inspired tax changes removed cap on write-offs for monetary donations & deduct as much as $300 given to charitable organizations in TY2020. Read here: https://oal.lu/cNIZ7 #CPA #taxdeduction #taxplanning #taxseason

LinkedIn Login, Sign in | LinkedIn

Use @LinkedIn? Want to know what your #LinkedIn Social Selling Index and rank are?

Your Social Selling Index (SSI) measures how effective you are at establishing your professional brand, finding the right people, engaging with insights, and building relationships. It is updated daily. https://www.linkedin.com/sales/ssi

linkedin.com Login to LinkedIn to keep in touch with people you know, share ideas, and build your career.

cpapracticeadvisor.com

Online Risk Assessment Tool Helps Online Sellers Understand Sales Tax Obligations

If you sell outside your state, this is a useful tool for understanding economic nexus as well as the number of transaction that trigger nexus. Useful to decide if you want to sell or have a presence in certain states. Control your business.

cpapracticeadvisor.com Avalara launches the Sales Tax Risk Assessment at a time when businesses, primarily online sellers, are facing added sales tax complexity. The South Dakota v. Wayfair, Inc. ruling in June 2018 stated that given the power and prevalence of the ...

[03/20/20]   Wi-Fi precautions today:
• Don't use free public Wi-Fi hotspots, such as those provided by coffee shops or airports. They are often insecure and targeted by cyber-criminals.
• Instead of using public Wi-Fi hotspots, use your mobile device's personal hotspot. It's far more secure and several mobile providers are providing unlimited data at this time.
• Don't connect to any unknown Wi-Fi network or accept an unknown peer-to-peer connection request.
• Turn off your device's Bluetooth visibility when you're not using it and permanently disable the feature that allows your phone or laptop to automatically connect to available Wi-Fi networks. This protects your device from automatically connecting to malicious networks. It may also save battery life.
• If you need to remotely access your work computer, use a virtual private network (VPN).

intuitiveaccountant.com

Voting is Open for our 2020 Top 100 ProAdvisor Awards

I am excited to be nominated again to the Top 100 (QuickBooks) ProAdvisors list. I received the award in 2014, 2015, 2016, 2017, 2018, and 2019.

To be on a list with so many people I respect, look up to, follow, and who have inspired me is humbling. I’d love your support.

If you have enjoyed my business or personal posts on Facebook or found them useful, please consider voting for me.

You don't have to be an accountant, just a supporter. https://www.intuitiveaccountant.com/top-100/voting-is-open-for-our-2020-top-100-proadvisor-awards/

intuitiveaccountant.com It's time to vote from this year's list of qualified nominees for the Top 100 ProAdvisors including the ProAdvisor of the Year. Voting is now Open thru 11:59 pm Pacific Time on March 24, 2020.

Our Story

As "Dr. QuickBooks & Quicken", I use a "gas-guzzling" Prius to make “house calls” to help support and train small businesses and individuals learn how to properly manage their financial records in accounting and bookkeeping software. As an Advanced Certified QuickBooks ProAdvisor (Desktop and Online) with additional certification in Intuit's Point of Sale and Enterprise Solutions software, I fix your financial problems, aches, and pains by setting up your small business or personal finances in the above accountant, bookkeeper, and financial management-oriented programs for the PC or Mac, review what you have created or how you input your data (doing it yourself doesn't always mean you did it right), or train you one-on-one how to use your program to make your life easier. I have been certified in QuickBooks products since 2007, am ranked First on the QuickBooks Find a ProAdvisor website for Seattle, and was named a Top 100 ProAdvisor from 2014 to present by Insightful Accountant formerly Intuitive Accountant. Common problems that I solve include online banking downloads, setting up and using payroll, adding accounts, backing up, inventory, credit card processing and payments, creating meaningful reports, mapping your accounts to appropriate tax lines, creating invoices, receiving payments, depositing them correctly, and customizing your program. I offer hourly services, packages which include the software and my expertise and time, blocks of time, and an unlimited plan once I have worked with you. Minimum time, travel time, parking, ferry fees, tolls, mileage, and credit card processing fees may apply.

Join My Partnership Program Are you an Intuit Certified QuickBooks ProAdvisor, Authorized, Secondary, or Primary Member of the QuickBooks Solution Provider formerly known as the Intuit Reseller Program, IT consultant, accountant, bookkeeper, tax preparer, business consultant, financial advisor, or computer coach? Become a member of my partnership program and make 100% of your commissions for sales of Enterprise, Point of Sale, hardware, checks and supplies, bonuses for enhanced, full-service, and assisted payroll, and Online, and other items, get QuickBooks products like Pro, Premier, Mac at wholesale (frequently lower than Amazon) at my payment tier which may be higher than what you are currently receiving, receive your share of rebates and coop commissions, and receive a minimum of 90% (sometimes higher) of your Intuit merchant account credit card and payroll residuals and Enterprise renewals at my tier rates. E-mail me with your complete contact information for more information. Shouldn't we both win?

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Click here to claim your Sponsored Listing.

Location

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Telephone

Address


2304 NE 89th St
Seattle, WA
98115

General information

Advanced Certified QuickBooks Online, 2017-- Advanced Certified QuickBooks ProAdvisor desktop 2011-- Certified QuickBooks ProAdvisor, 2018, 2017, 2016, 2015, 2014, 2012, 2011, 2010, 2009, 2008 and 2007. Certification is sponsored by the National Association of State Boards of Accountancy (NASBA). Each year of certification can earn up to 16 CPE credits for continuing education. Additional certification in QuickBooks Online, 2012 to present, Intuit's Point of Sale (POS) Versions 12.0, 10, 8, and 6 (for retail businesses or companies with inventory) and Enterprise Software Versions 17.0, 15.0, 11, 9, and 7 (for middle market sized companies or companies who must have need to have more than 5 users logged on at the same time or want to keep track of more than 10,000 customers, have more than 14,500 customers, vendors, and items, or more than a specified number of transactions.) We support both the PC and Mac versions and also sell Intuit products at a discount.

Opening Hours

Monday 09:00 - 21:00
Tuesday 09:00 - 21:00
Wednesday 09:00 - 21:00
Thursday 09:00 - 21:00
Friday 09:00 - 21:00
Saturday 09:00 - 21:00
Sunday 09:00 - 21:00
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